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  • Where People Invest Using Self-Directed Accounts

    May 29, 2026

    Where People Invest Using Self-Directed Accounts Self-directed retirement accounts give investors the ability to move beyond traditional stocks, bonds, and mutual funds. With a Self-Directed IRA or Solo 401(k), account holders can invest in a wide variety of alternative assets, including real estate, private companies, notes, LLCs, precious metals, and…

Latest Blog Posts

  • Naming a Beneficiary

    April 7, 2026

    Why Naming a Beneficiary on Your Self Directed IRA Is One of the Most Important Decisions You Will Make When opening a Self Directed IRA, most investors focus on what…

  • Why More Investors Are Opening Self-Directed IRAs?

    April 7, 2026

    Why More Investors Are Opening Self-Directed IRAs (And How to Get Started Today) If you’ve ever felt limited by your retirement account, you’re not alone. Millions of investors are asking:…

  • Buying Real Estate with a Self-Directed IRA

    April 6, 2026

    Buying Real Estate With a Self-Directed IRA: The Complete Guide Real estate is the most popular alternative investment held inside self-directed IRAs — and for good reason. Your IRA can…

  • Roth IRA income limits 2026

    April 6, 2026

    Roth IRA Income Limits (2026 Update) Earning tax-free retirement income through a Roth IRA is a powerful wealth-building strategy, but not everyone qualifies. The IRS sets income limits that determine…

  • IRA Allowable Precious Metals

    April 6, 2026

    IRA Allowable Precious Metals Investors seek to safeguard their retirement savings against market volatility and inflation. As a result, the appeal of alternative assets within Individual Retirement Accounts (IRAs) has…

  • What is a Self-Directed IRA?

    April 5, 2026

    What Is a Self-Directed IRA? The Complete Guide for 2026 A self-directed IRA (SDIRA) is an individual retirement account that allows you to invest in assets beyond the typical stocks,…

  • Your Comprehensive Guide to Self-Directed IRAs

    April 3, 2026

    The Complete Guide to Self-Directed IRAs in 2026 A self-directed IRA puts you in control of your retirement investments. Instead of being limited to the stocks, bonds, and mutual funds…

  • Why Roth 401(k)s Are More Powerful Than Ever

    April 1, 2026

    Why Roth 401(k)s Are More Powerful Than Ever Thanks to SECURE 2.0 If you are serious about building long term, tax efficient wealth, whether through a traditional employer plan or…

  • The SEP IRA in 2026

    March 31, 2026

    The SEP IRA in 2026: A Simple, Powerful Retirement Tool for Business Owners If you are self-employed or run a small business, the SEP IRA continues to be one of…

  • How the PATH Act Helps Investors Stay Steady in Uncertain Times

    March 30, 2026

    A Simple Shift: How the PATH Act Helps Investors Stay Steady in Uncertain Times When markets feel unpredictable and the economic landscape seems to shift beneath our feet, investors naturally…

  • Are Investors Pulling Back from Real Estate?

    March 30, 2026

    Are Investors Pulling Back from Real Estate or Doubling Down? If you have been watching the market lately, you have likely heard mixed signals. Real estate is slowing down. Institutions…

  • What It Means to “Self-Direct”

    March 26, 2026

    When you hear the term self-directed IRA (SDIRA), it can sound complex, but it’s actually a powerful and straightforward way to take control of your retirement account investing. What It…